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Oct 5, 2012
10/12
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what they saw was a fantastic debate performance by governor romney. what they also saw was a contrast between someone and governor romney who understand the fooacts and could relate th to every day people's lives. president obama, it wasn't just that his performance was listless. president obama, there was though substance there. you always hear the expression sell the sizzle, not the steak. i always say if you don't have the steak, there's no sizzle. >> all right. from politics to the stock market. a stock you know very well. hewlett-packard. stock has been punished. meg whitman, the new ceo, is coming under fire. here's what she said. >> i'm confident 2013 will be the bottom of the turn around. then you can look forward, i think, to good growth in 2014 and 2015 as those products kick in, the i think vestments we're making in things like i.t., sales, organization, and training. those things will start to kick in. i really think 2014 will be quite a bright year for hp. >> what do you think of what she said? do you have any sympathy for her? >> first o
what they saw was a fantastic debate performance by governor romney. what they also saw was a contrast between someone and governor romney who understand the fooacts and could relate th to every day people's lives. president obama, it wasn't just that his performance was listless. president obama, there was though substance there. you always hear the expression sell the sizzle, not the steak. i always say if you don't have the steak, there's no sizzle. >> all right. from politics to the...
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Nov 29, 2012
11/12
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you were a romney supporter. do you have to change your strategy now that we know we have president obama for the next four years? he's got a much different mentality. >> i'm a social liberal fiscal conservative. my party doesn't really exist. i thought if the nation got burr rid under trillions of debt, there would be nothing to talk about. we wouldn't have a social agenda. >> we're close to it. >> 16 on our way to 20. then you lose options. you go over an edge where you're only services debt. today our interest expense is like $120 billion or so. 4% on $20 is $500 billion. that overwhelms all the discretionary spending. somebody has to get serious in washington. i'm hoping obama is coming to be a great president, which has come to the center. he inherited a bad economy. there's no doubt, right? but we haven't made a lot of progress. we haven't given business a lot of confidence. we have $1 trillion -- >> antagonistic with business. >> we would call it antagonistic. a lot of listening but not a lot of hearing. i
you were a romney supporter. do you have to change your strategy now that we know we have president obama for the next four years? he's got a much different mentality. >> i'm a social liberal fiscal conservative. my party doesn't really exist. i thought if the nation got burr rid under trillions of debt, there would be nothing to talk about. we wouldn't have a social agenda. >> we're close to it. >> 16 on our way to 20. then you lose options. you go over an edge where you're...
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Dec 18, 2012
12/12
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FBC
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immigration, republican, supported romney, feel the campaign stumbled when it came to a invigoration, latinos. you, of course, are a cuban immigrant to did beautifully as country. what is your main message? >> are working age population is growing and a half a percent of the next decade which is not enough. we don't have enough people entering the workforce. the whole world has this problem russia is declining. the european union. we know how to solve it because we're good at immigration. individual opportunity, we must be the party of immigration, and that is not just hispanic but asians, heiss' less skilled, low-skill, nurses. we need a better strategy. our laws date back to 1952. so businesses either have to hire someone who is undocumented or go out of business. it does not make sense. republicans should lead the charge. liz: we will see if they do. wonderful to have you. liz: former commerce secretary and the man behind the keebler elves becoming part of kellogg. it is actually up about 15% this year. research in motion has been on a tear over the past month or so with the stock
immigration, republican, supported romney, feel the campaign stumbled when it came to a invigoration, latinos. you, of course, are a cuban immigrant to did beautifully as country. what is your main message? >> are working age population is growing and a half a percent of the next decade which is not enough. we don't have enough people entering the workforce. the whole world has this problem russia is declining. the european union. we know how to solve it because we're good at immigration....
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86
Dec 27, 2012
12/12
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you know, certainly the equities were discounting a romney victory back in november. got hit pretty hard afterwards. now the stocks are back to where it was prior to the election. in my view, there's not much more major harm that the epa and other regulation can do to the coal industry. but certainly as the economy dictates demand, electricity generation and more confidence, that will be more important than say the epa. the epa has done their damage for the most part. you can never say never but i think most of the negative news is behind coal for the epa. ashley: what companies do you like in particular? >> we talked about the thermal coal for electricity generation and metallurgical coal for steel. on the latter we look at alpha natural resources which is the largest exporter of metallurgical coal out of the united states, mass the most export capacity. on the thermal side the two names to be looking at -- ashley: you like these prices? >> yeah, they have come down quite a bit and we do anticipate a recovery in pricing over the next 12, 18 months for the commodities
you know, certainly the equities were discounting a romney victory back in november. got hit pretty hard afterwards. now the stocks are back to where it was prior to the election. in my view, there's not much more major harm that the epa and other regulation can do to the coal industry. but certainly as the economy dictates demand, electricity generation and more confidence, that will be more important than say the epa. the epa has done their damage for the most part. you can never say never...
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Nov 27, 2012
11/12
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during the presidential campaign, challenger mitt romney said several times during that campaign that he would on day one basically name china a currency manipulator. obviously i spent many years covering the chinese yuan in asia. it's a dangerous thing to do. you name china a currency manipulator, they would somehow retaliate toward the united states. that's what we're seeing right now with the treasury department saying the currency is undervalued, but not labeling them a manipulator. >> they've obviously let the currency appreciate. there has been progress. maybe not enough for some people. >> it has moved higher. th for. all right. let's move on as the white house and congress begin the process of hammering out their differences over the fiscal cliff. a host of companies have been rushing to issue these special dividends or they pay them early to avoid higher taxes next year. so far this year companies with a market cap of more than $1 billion have issued 60 special dividends, and that's nearly double from what we saw in 2011 when only 35 companies issued special dividends. >> is
during the presidential campaign, challenger mitt romney said several times during that campaign that he would on day one basically name china a currency manipulator. obviously i spent many years covering the chinese yuan in asia. it's a dangerous thing to do. you name china a currency manipulator, they would somehow retaliate toward the united states. that's what we're seeing right now with the treasury department saying the currency is undervalued, but not labeling them a manipulator....